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PODCAST

Saxo Market Call

For the aspirational trader and financial markets professional. Coming at you most trading days, the Saxo Market Call is the high frequency podcast for real-time analysis of the financial markets across asset classes, from forex and rates to equities and commodities.

business investing

All Episodes

19:51

Is confidence in a soft landing restored?

Saxo Market Call ·

2024/02/12

In this episode, Head of equity strategy, Peter Garnry looks back at an action-packed earnings week and concludes the general vibe of it. Looking ahead to the coming week, there will be less earnings, but a host of important macro figures especially from the US, which are bound to come back in to investors' focus as they judge if we are heading for recession, when rate cuts are happening and whether we will have a soft landing. Read daily in-depth market updates from the Saxo Market Call and

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26:20

Year of the metals

Saxo Market Call ·

2024/02/09

This week's thematic podcast episode is all about metals. Ole S. Hansen, Head of commodity strategy, is the expert. He talks about the idea that 2024 could be the year of metals - especially gold, silver and copper are in focus. He discusses their performance so far, why it may be their year and how curious people can be invested in the sub-asset class. Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here. Click here to open an account with Saxo.

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31:29

Has the March rate cut been cancelled?

Saxo Market Call ·

2024/02/06

With Charu Chanana in the studio, we leave the earnings season aside for a while and focus on the macro side of things. We take a look at the US economy in the light of the very strong non-farm payroll report that came out Friday. We also discuss the Red Sea crisis and its implications for oil, freight rates and markets at large. Finally, we assess the financial situation in China and Australia. Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy

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32:57

Tis the (earnings) season

Saxo Market Call ·

2024/02/02

This week has been teeming with earnings and many of the US mastodons as well as Europe's largest company has reported. Therefore, Peter Garnry is once again in the studio to give us an overview of what has happened and what it means for investors and traders across the globe. It's earnings, earnings, earnings. This episode comes out a little bit later than usual, so we're able to catch the freshest earnings from the US region. We hope you still like it and look forward to listen in. Read daily

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23:00

The biggest earnings week is here

Saxo Market Call ·

2024/01/30

This week is the biggest during this earnings season, as many of the US tech mastodons will report. Therefore, Peter Garnry is in the studio. Before touching on this exciting week, he and Søren Otto also discuss last week's earnings as well as the key figures that come out of the US. The two also talk about the Chinese real estate company Evergrande and the important central bank meetings that also takes places in the coming week. Read daily in-depth market updates from the Saxo Market Call and

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28:55

Earnings are heating up

Saxo Market Call ·

2024/01/26

In this week's thematic episode, we're talking earnings season with Peter Garnry, Head of equity strategy. We talk about earnings seasons in general and what Garnry pays attention to when reading an earnings report. He also gives his view on some of the biggest reports this week and looks ahead to the coming week, where earnings will roll in. Finally, we talk about how investors can get going by integrating earnings seasons into their investment strategy. Read daily in-depth market updates from the

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27:57

Central banks and key figures run the show

Saxo Market Call ·

2024/01/23

In today's episode of the Saxo Market Call, Charu Chanana, Market Strategist and Head of FX strategy is the expert. Together with Søren Otto, she provides an overview of the financial status in important financial regions. First, she talks about the US and how a variety of factors may impact the timing and pacing of rate cutes by the FED (1.02). She also gives a brief overview of the European situation and how the ECB meeting this week may affect that (6.45), before a short status on the earnings

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23:22

Sticking the landing: what a normalising yield curve...

Saxo Market Call ·

2024/01/19

In the first episode of our thematic podcast, we zero in yield curve normalisation. The expert in the studio is Head of fixed income strategy, Althea Spinozzi. She talks about how the yield curve is bound to normalise and how that may look depending on whether we see a soft or hard landing - or what she refers to as a 70's landing. She also takes the temperature on both sovereign and corporate bonds to consider the risk and return pictures for the fixed income asset class. Read daily in-depth market

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23:13

Uncertainty is the name of the game

Saxo Market Call ·

2024/01/16

In today's episode of the Saxo Market Call, Søren Otto and Ole S. Hansen discuss the conflicting CPI and PPI numbers that came out last week and their potential impact on the markets' expectations to rate cuts through the year (01.57). They then talk about the new SEC-approved Bitcoin ETFs (04.48) followed by a brief update on the Taiwan election (9.36). Friday, the banks kicked of the earnings season, which is only going to pick up pace over the next weeks (10.51). As Ole is our commodities expert,

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16:26

Fixed-income: Fair value, inflation report and our...

Saxo Market Call ·

2024/01/10

This is the first fixed-income episode of the year and we are talking about the negative start to the year with rising bond yields and one US rate cut almost being priced out already. We also talk about whether the US 10-year yield here at 4% is attractive and what the risks are and especially in the context of tomorrow's US inflation report. We also talk about our recently published quarterly outlook where we highlighted three scenarios in the economy and how these scenarios will impact the yield

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17:39

Macro and FX: Upcoming US CPI figures, USD momentum,...

Saxo Market Call ·

2024/01/08

In today's episode we talk about Friday's US Nonfarm Payrolls and how to read the report while looking ahead to this week's US macro figures across NFIB small business optimism index, initial jobless claims and the important inflation report on Thursday. We also talk about the USD rebound this year and whether momentum can continue and touches on levels in USDJPY and EURUSD. Finally, we touch on the weak sentiment in China and the big batch of Chinese macro data coming out before ending the week

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17:14

Commodities: Crude oil and gold in focus as a new...

Saxo Market Call ·

2024/01/04

In today's episode we discuss the developments in the Middle East and how it is impacting crude oil, gold given the expected lower policy rate this year and inflation expectations generally trending down, and finally a perspective on the grains sector that had a terrible 2023, with Ole S Hansen and Peter Garnry. Read daily in-depth market updates from the Saxo Market Call and the SaxoStrats here. Click here to open an account with Saxo

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17:11

Equities: What to expect in 2024?

Saxo Market Call ·

2024/01/03

In the first episode of the year we discuss what to expect in equities. We touch on different topics ranging from BYD overtaking Tesla as the largest EV maker in the world, earnings growth expectations and whether they are realistic, the AI hype and whether it can continue, what we like the most in developed market equities, thoughts on China and India, and whether we can expect a recession or not, with Søren Otto Simonsen and Peter Garnry. Read daily in-depth market updates from the Saxo Market

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14:22

Macro and FX: Watch USD sentiment and BoJ hints on...

Saxo Market Call ·

2023/12/18

This is the last macro episode before the holiday season. We talk about the upcoming macro figures this week and why they might matter less given the Fed pivot on policy rates. The USD weakening last week and we discuss whether the trend will continue into in the year. Finally, we focus on BoJ rate decision tomorrow with expectations looking for no change but markets are certain that BoJ will hint of maybe leaving negative interest rates behind at the January meeting, with Charu Chanana and Peter

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19:20

Special Edition: The best outrageous prediction for...

Saxo Market Call ·

2023/12/14

In this episode we discuss what we have chosen to be the best outrageous prediction for 2024 sent to us by our clients at Saxo. The outrageous prediction is simply that government abandons the GDP measure as the yardstick for progress and how to steer the economy. Given that rising GDP has been the key policy objective by developed countries since the Great Depression this would truly be an outrageous prediction. We discuss this outrageous idea and the problems with GDP in a greater macroeconomic

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19:52

Fixed-income: Where are we now, surprises in 2023,...

Saxo Market Call ·

2023/12/12

This is likely the last podcast on fixed income this year so we take a look at the current situation with rate decisions this week from the Fed, ECB and BoE. We also go through the key events and performances across bonds in 2023 with high yield bonds and the Austrian 100-year bond being some of the biggest surprises. Finally, we talk about what to expect in bonds next year as the market has fixed its expectations on lower inflation and lower policy rates, with Peter Garnry and Althea Spinozzi. Read

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16:12

Macro and FX: Will central banks, inflation, and PMIs...

Saxo Market Call ·

2023/12/11

This week is crucial for markets given the big moves last week across gold and JPY with Nonfarm Payrolls on Friday supporting the soft landing narrative. Tomorrow, the US inflation report will set the stage for the FOMC rate decision on Wednesday and the key focus is still on services inflation. On Thursday, ECB and BoE will deliver rate decisions and Friday will end the week with key PMI figures across the Eurozone, UK and the US. Central banks will not keep rates so the market will focus on the

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16:27

Equities: YTD performance, rate cuts pricing, and...

Saxo Market Call ·

2023/12/06

Today we discuss equity market performance across country indices and thematic baskets highlighting Nasdaq 100 as the big winner together with semiconductors and cyber security. We also talk about the equal weighted performance between US and European equities which has not been that bad after all for Europe. We also discuss the current policy rate cuts priced in markets and how for now they are viewed as a positive thing but that it could quickly change. Finally, we flag upcoming earnings releases

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30:25

Special Edition: Saxo’s Outrageous Predictions 2024

Saxo Market Call ·

2023/12/05

Link to our publication -> Outrageous Predictions 2024: The end of the road It is the time of year when Saxo releases its Outrageous Predictions. For 2024 our Outrageous Predictions are titled The end of the road building on the idea, that the world is set for a very different journey than the calm environment post the pandemic with little geopolitical risks, stable technology backdrop, low inflation, and low interest rates. Three our outrageous predictions are 1) With oil at $150, Saudis buy the

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16:02

Macro and FX: Key macro data this week, the USD slide...

Saxo Market Call ·

2023/12/04

Last week's backdrop was shaped by Fed Waller's comments about rate hikes had ended and the market got into overdrive mode on those comments and soft inflation figures repricing bond yields lower across the curve. This week will be interesting with key macro figures across JOTLS job opening ISM Services tomorrow and Nonfarm Payrolls on Friday. The USD also finally turned around last week and gold spot was also reacting forcefully to the lower bond yields. Finally, with RBA rate decision coming up in

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314 results

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